INVESCO INDIA ULTRA SHORT DURATION FUND vs HSBC Ultra Short Duration Fund compare
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
HSBC Ultra Short Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Fund | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹1234 Cr | ₹3014 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Dec 2010 | 29 Jan 2020 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Ultra Short Duration Debt Index B-I | CRISIL Ultra Short Duration Fund AI Index |
| Turn Over | 24% | 54% |
| Expense Ratio | 0.79 | 0.47 |
| Manager | Krishna Venkat Cheemalapati | Jalpan Shah |
| ISIN Code | INF205K01TM0 | INF336L01OW1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.35% | 0.37% |
| 6 Month | 2.61% | 2.71% |
| 1 Year | 6.63% | 6.74% |
| 3 Year | 6.91% | 7.05% |
| 5 Year | 5.61% | 5.88% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.21% | 1.26% |
| 1 Year | 5.65% | 5.85% |
| 3 Year | 6.72% | 6.84% |
| 5 Year | 6.38% | 6.57% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.42% | 6.6% |
| 3 Year | 7.31% | 5.76% |
| 5 Year | 7.23% | 5.71% |
Risk Management
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.6% | 0.54% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Jalpan Shah |
| Total AUM | ₹24743 Cr | ₹16521 Cr |
| Funds Managed | 19 | 6 |
| INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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